Wealth Path Mentors

Privacy Policy at Finchley Financial Mentoring

Last updated: 17th May 2024

Your Data: What We Gather

When you get in touch with Finchley Financial Mentoring, we collect some bits of personal information. This usually includes your name, email address, and phone number if you provide it. We get this when you fill out our contact form or send us an email directly. We also keep a record of your sessions with us and any discussions we have, so we can give you the best advice.

We also collect some general, non-personal information about how you use our website. This might include which pages you visit and for how long. This helps us make our site better for everyone. We never collect sensitive personal details unless it's absolutely necessary for the service and you give us permission.

How We Use What You Share

We use the information we collect to do a few important things. Firstly, it helps us arrange and provide your one-on-one mentoring sessions. We use your contact details to get in touch about bookings, follow-ups, and any updates related to our service. It's all about making sure you get the support you signed up for.

Secondly, your information helps us understand your specific financial goals and situation. This way, we can make sure our guidance on UK securities and property is truly practical and relevant to you. We might also use general website usage data to improve our site and make it easier to find what you need. We're not using it for anything sneaky, just to help you and other clients.

Who We Share Your Details With

Rest assured, Finchley Financial Mentoring does not sell your personal data to anyone. Your trust is important to us. We only share your information when it's really necessary to run our business or if the law tells us to.

This might involve sharing details with trusted third-party services that help us operate, like email providers for sending you messages or tools that help manage our schedule. These partners are only allowed to use your data to provide those services to us, and they must keep it confidential. Sometimes, we might have to share information if a legal request comes in, for example, from the authorities. Otherwise, your details stay with us.

Keeping Your Data Secure

We take keeping your information safe very seriously. We've put in place sensible security measures to protect your personal data from being accessed or shared without your permission. This includes things like secure computer systems and making sure only the right people on our team can see your details.

While we do our best, remember that no system on the internet is 100% foolproof. So, while we work hard to keep your data secure, we can't promise absolute security. If you ever have concerns, please just get in touch with us at [email protected].

Your Rights Over Your Data

You have rights when it comes to your personal information. You can ask to see what data we hold about you at any time. If you think something is wrong or incomplete, you can ask us to correct it. You also have the right to ask us to delete your personal data in certain situations.

If you want to exercise any of these rights, just drop us an email at [email protected]. We'll get back to you and explain the steps. We aim to be clear and helpful about how we handle your requests, following UK data protection rules, including GDPR.

About Our Website Cookies

Our website uses small files called 'cookies'. These are tiny bits of data stored on your computer or phone when you visit our site. They help the website work properly and remember things, like if you've visited before. Some cookies are just for the site to function, while others help us understand how people use our site, like which pages are popular.

You can usually control cookies through your web browser settings. You can choose to accept or refuse them, or delete them if you want. Just be aware that switching off some cookies might mean parts of our website don't work as well as they should.

Updates to This Policy

Things change, and sometimes we might need to update this Privacy Policy. If we make any big changes to how we handle your data, we'll post the new version right here on our website. We'll also update the 'Last Updated' date at the bottom of the page, so you can easily see when it was last reviewed.

We recommend you check this page every now and then to make sure you're happy with our policy. Your continued use of our services after any changes means you agree with the updated policy.

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